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IBM Retirement Fund: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IBM Retirement Fund on IWM, newest first. How the timeline and the estimate are built.

IBM Retirement Fund held 425,893 IWM shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 425,893 shares
    Change vs previous 13F 0 shares

    100% of the 13F portfolio, value $72,129,000.

    13F-HR 0001018825-22-000003 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-03-31
    13F 425,893 shares
    Change vs previous 13F -37,000 shares

    12.32% of the 13F portfolio, value $87,423,000.

    13F-HR 0001018825-22-000002 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-12-31
    13F 462,893 shares
    Change vs previous 13F -175,300 shares

    12.79% of the 13F portfolio, value $102,971,000.

    13F-HR 0001018825-22-000001 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-09-30
    13F 638,193 shares
    Change vs previous 13F 0 shares

    10.92% of the 13F portfolio, value $139,605,000.

    13F-HR 0001018825-21-000004 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-06-30
    13F 638,193 shares
    Change vs previous 13F -105,500 shares

    11.48% of the 13F portfolio, value $146,382,000.

    13F-HR 0001018825-21-000003 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-03-31
    13F 743,693 shares
    Change vs previous 13F -70,100 shares

    11.63% of the 13F portfolio, value $164,312,000.

    13F-HR 0001018825-21-000002 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-12-31
    13F 813,793 shares
    Change vs previous 13F -74,000 shares

    11.01% of the 13F portfolio, value $159,552,000.

    13F-HR 0001018825-21-000001 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-09-30
    13F 887,793 shares
    Change vs previous 13F not available

    11.45% of the 13F portfolio, value $132,983,000.

    13F-HR 0001018825-20-000005 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).